Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 33 U.S. retirement plans report holding Vanguard Vanguard Value ETF # in their Schedule of Assets, totaling $15.9M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
Open any plan below to unlock verified email + phone for its decision-makers — the Form 5500 signer, CFO, and HR & Benefits leads.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | RED HAWK CASINO RED HAWK CASINO 401(K) PLAN | PLACERVILLE CA | 1,020 | $44.1M | $4.5M |
| 2 | YORK BUILDING PRODUCTS CO., INC. YORK BUILDING PRODUCTS CO. INC. PROFIT SHARING PLAN AND TRUST | YORK PA | 420 | $100.7M | $2.9M |
| 3 | CUSTOMIZED ENERGY SOLUTIONS, LTD. CUSTOMIZED ENERGY SOLUTIONS, LTD 401(K) PLAN |
PHILADELPHIA PA |
| 162 |
| $40.6M |
| $1.3M |
| 4 | AUTOMATTIC INC. AUTOMATTIC INC. 401(K) PLAN | SAN FRANCISCO CA | 687 | $140.7M | $1.1M |
| 5 | WATSON CLINIC LLP WATSON CLINIC LLP 401(K) PROFIT SHARING PLAN | LAKELAND FL | 2,092 | $327.8M | $824K |
| 6 | STEWART & TATE, INC. STEWART & TATE EMPLOYEES PROFIT SHARING PLAN | YORK PA | 175 | $27.9M | $765K |
| 7 | HAUMILLER ENGINEERING COMPANY HAUMILLER ENGINEERING COMPANY EMPLOYEE STOCK OWNERSHIP PLAN | SOUTH ELGIN IL | 198 | $29.7M | $618K |
| 8 | CARNIVAL CORPORATION CARNIVAL CORPORATION QUALIFIED RETIREMENT PLAN | DORAL FL | 84 | $8.2M | $491K |
| 9 | AGILE DEFENSE LLC AGILE DEFENSE LLC 401(K) PLAN | MCLEAN VA | 2,475 | $75.7M | $480K |
| 10 | HAUMILLER ENGINEERING COMPANY HAUMILLER ENGINEERING COMPANY MONEY PURCHASE PENSION PLAN | SOUTH ELGIN IL | 198 | $19.1M | $435K |
